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Member of the Personal Finance Society

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Member of the Personal Finance Society

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Chartered Financial Planner

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Chartered Accountant

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Award in Long-Term Care Insurance

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Financial Planner

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Please fill out our form to download your free copy

    Client Survey 2026

    We asked our clients what they really think of working with us. Here is what 96 of them said.

    9.32 out of 10 overall satisfaction

    When we asked clients how satisfied they are with WKM overall, the average score was 9.32 out of 10, with more than half giving us full marks. It is the clearest sign we can share that the relationships we build are working.

    9.56 out of 10 would recommend us

    Clients rated how likely they are to recommend WKM at 9.56 out of 10, and 68% gave the highest possible score. For a firm that grows through personal introductions, this is the number we watch most closely.

    Download Full Report

    67% have already recommended WKM

    Two in three clients have already recommended us to someone they know. Almost all of our new relationships begin with an introduction from an existing client or a trusted professional, so this means a great deal to us.

    98% say their advice is well tailored

    Nearly all clients, 98%, told us the advice they receive is well or extremely well tailored to their needs. No two clients are the same, and this tells us the personal approach is landing.

    96% say we get communication right

    96% of clients said the level, frequency and style of communication from WKM is about right, neither too much nor too little. Clients also rated their relationship with their adviser at 9.58 out of 10, the highest score anywhere in the survey.

    Download Full Report

    The full picture

    These headlines are only part of the story. The full report covers the whole journey, from first impressions through onboarding to ongoing service, across 29 questions.

    9.58 / 10 average rating for the relationship with their advise

    96 clients took part in the survey

    57% chose WKM without considering any other firm

    Stories from our clients

    Charles Micklewright

    “ WKM guided me through tricky hoops after losing a loved one ”

    Chris Pople

    “ Working with Neil has encouraged us to feel comfortable and confident about our future ”

    Guy Jackson

    “ Adrian always goes the extra mile, which I find invaluable ”

    John Rixon

    “ WKM understand exactly what my wife and I want to get out of life ”

    Bill & Sherrell

    “ We have a lot of confidence in the advice we receive from WKM ”

    Louisa Poole

    “ I want to retire young and I’m very confident that WKM will help me achieve that. ”

    WKM Wealth

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